Executive Benefit Plans

How can you recruit and retain top executives with better benefits using the same budget as everyone else?

We Can Show You How

Enhanced Split Dollar

ESD can turn your company bonus expenses into an interest earning asset on the balance sheet, to be recovered in the future.

ESD combines the Kai-Zen Plan with IRC 7802 Split Dollar to maximize benefits and tax advantages through leveraging.

  Pre-Tax to Employee

  Tax Free Growth on Contributions

  Tax Free Distributions at Retirement